Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 57,375 shares of XLE stock, worth $5.53 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
57,375
Previous 152,139 62.29%
Holding current value
$5.53 Million
Previous $13.9 Billion 63.67%
% of portfolio
0.15%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$84.35 - $93.39 $7.99 Million - $8.85 Million
-94,764 Reduced 62.29%
57,375 $5.04 Billion
Q2 2024

Jul 30, 2024
SELL
$88.04 - $98.08 $4.92 Million - $5.48 Million
-55,844 Reduced 26.85%
152,139 $13.9 Billion
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $442,142 - $522,370
5,533 Added 2.73%
207,983 $19.6 Billion
Q4 2023

Apr 15, 2024
BUY
$81.2 - $91.96 $16.4 Million - $18.6 Million
202,450 New
202,450 $17 Billion

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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